Pipeline CRM Reviews & Product Details - Page 5

We like and need the capabilities that the Salesforce CRM provides; however, we ONLY need those capabilities for our Marketing and Sales departments. We do not require a full enterprise suite of services. After reviewing all of the Cloud-based CRM services available, it became clear to us that PLD provided everything we wanted and needed from Salesforce but at a fraction of the cost, and with a far more simple, user-friendly, intuitive 'out of the box' interface and experience. While considering Salesforce as our CRM solution, we realized that we were going to have to hire a Salesforce Specialist to help us 'set up' or tailor the Salesforce interface for our culture and needs. This was a huge additional cost and a large 'time suck'. PLD came out of the box with very little tailoring required and allowed us to hit the ground running and apply its CRM capabilities immediately. The shortlist of attributes that we were looking for and received from PLD were as follows: 1) Cloud Based 2) Mobile Phone App interface with automatic phone mapping capabilities making it easy to find the next appointment on the go. 3) Interface with our Email client allowing us to maintain an email history germane to each client or Deal. 4) A good 'Tickler System' for timely follow ups and keeping track of all opportunries. 5) A very intuitive means for organizing Companies, Contacts, Deals and associating the right people with each Deal. 6) Good tools for organizing and viewing the CRM data base and Pipeline is a variety of customized ways. 7). Many more.... Review collected by and hosted on G2.com.

It would be nice if it was easier to organize Mass Email lists and campaigns. Review collected by and hosted on G2.com.

Hands down ... ease of use. I was able to be up and running within minutes, and within a day or two, I was about 90% proficient in using it. It allowed me to enter and modify my teams deals/forecast without having to read anything, and even reports are easy to create, modify and execute instantaneously. Review collected by and hosted on G2.com.

I have no complaints but you will need to talk to my accounting dept regarding price. For something this good, pricing might be an issue. Review collected by and hosted on G2.com.

The most valuable part of PipelineDeals is the Reports and Deals functionality. The Reports that PLD provide allow us to view daily, weekly, and monthly numbers for each team member and our team as a whole. The Deals functionality of PLD was a gamechanger for our company. PLD was the one CRM we found most valuable that was centered around deals that made sense for our B2B company. We don't work with just one client, there's entire teams (internally and externally) that are a part of one large project. The way we can organize and label deal details is very valuable for us! Review collected by and hosted on G2.com.

I don't know that I could say there are any downsides to using PipelineDeals. My least favorite thing about PipelineDeals is the Email Inbox functionality. This is where you can connect your email inbox to PLD. It really just creates a mess for our organization and people because we have such a large amount of emails and information. Review collected by and hosted on G2.com.

Pipeline is economical for a small business. I used maybe 10% of its 'brain'. It has many features I've never tried. Because it is Cloud-based I can access it anywhere. Customer Support is much more competent and responsive than almost any other business I have dealt with. I also love that it links with MailChimp so it is very easy to send out client and prospect mailings. When I add a new lead or client to Pipeline they are automatically added to my MailChimp list. Review collected by and hosted on G2.com.

The super annoying auto-correct on this review platform which is trying to teach me how to write and communicate after creating ad copy for 45 years. Review collected by and hosted on G2.com.

Sales professional can do Consistent follow-up and start with creating contact, lead until the deal get closure. We can also save a notes MOM. Befor going to have a call with prospect. We can have a look on the MOM saved notes in the CRM. Review collected by and hosted on G2.com.

We are able to save and import the leads in only CSV. Pipeline CRM will not accepting and allowing to import as excel file in the CRM. Review collected by and hosted on G2.com.

I like that pipeline is very user-friendly and easy to navigate to search for people, run data reports, and other useful information. Review collected by and hosted on G2.com.

I feel like pipeline has some unnecessary features that I do not use or have ever used. However, I think those features may be useful to the right business. Review collected by and hosted on G2.com.

Phone support on both coasts for good weekday coverage by very knowledgeable staff....having had Pipeline for 7 years have found it completely reliable on functionality.....Additional training always available.....very easily customizable....very helpful with integrations...

offers features needed for small business and does not have bad learning curve...we went through several bigname crms before Pipeline....terrible experience.

Works well for users and for admin needs Review collected by and hosted on G2.com.

Some Saturday phone support would be nice....an esign service, though we may be ok with their Paycove integration esign feature... Review collected by and hosted on G2.com.

The sales funnel feature that shows all of the won revenue, deals wons/deals lost. Review collected by and hosted on G2.com.

The fact that there's a disconnect between the leads themselves and the account that they're on. Only in the sense that I cannot assign a task to a lead and see their progress/work (per call or per email task) on their lead page. I can only see what tasks have been done for a particular lead when I click on the account and scroll through Activity. Review collected by and hosted on G2.com.

Having humans answer the telephone! Whenever there is a problem. Just give them a call. Rest assured, you will be speaking with a technician within minutes who can assist you with any issue you may have!

Having used every CRM on they market, there is absolutely nothing in the market that compares. Review collected by and hosted on G2.com.

There is nothing we dislike. We like everything about Pipeline CRM Review collected by and hosted on G2.com.

What I like the most is that it offers a pleasant and very intuitive user experience, it can be adapted in the best way to my needs and tastes since it is really customizable and easy to configure, it is beneficial for monitoring projects, I can take The order of our sales portfolio is perfect for organizing the workflow, I love the OFFERS section, I like it because I can also manage my clients and potential clients, I can create custom departments of companies, clients and offers, it is easy to export data for sales reports. Review collected by and hosted on G2.com.

The reminder system is not the most optimal, but the software has very few negative aspects. Review collected by and hosted on G2.com.